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Alexander P
Series 65
Birmingham, MI
Private Advisor Group, LLC
Alexander Pryka is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Private Advisor Group in 2019, he worked for eight years at Associates in Obstetrics. He provides investment advice under the business name Millennium Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of managed account solutions and third-party investment strategies.
Mitchel R
Series 66
Chester, CT
Private Advisor Group, LLC
Mitchel Raudat is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and two years of industry experience. He has previously worked at LPL Financial and Canoga Wealth Management, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with manager selection and uses multiple investment strategies supported by technology platforms and third-party managers.
Michael C
Series 63
Highland Heights, OH
Private Advisor Group, LLC
Michael Conley is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise from 2000 to 2013. Conley serves on the City of Highland Heights Board of Building and Zoning Appeals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.
Stephen L
Series 63, Series 65
Irvington, NY
Private Advisor Group, LLC
Stephen Lierman is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, MML Investors Services, and Mass Mutual Life Insurance Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging technology platforms and a range of investment methods while utilizing third-party managers and TAMPs.
Martin H
Series 63, Series 65
Reston, VA
Private Advisor Group, LLC
Martin Hickey III is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has one year of industry experience, including recent roles at Private Advisor Group and LPL Financial, and previously worked for The Chem-Met Company for 19 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary and third-party platforms and follows a fiduciary-based advisory model.
Elise L
Series 66
Reno, NV
Private Advisor Group, LLC
Elise Levy is a financial advisor at Private Advisor Group, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including Mariner Independent Advisor Network, Legacy Wealth Planning, and LPL Financial. Outside of her advisory work, she is a graphic design and social media specialist for Mountain View Montessori School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary services and utilizes a fiduciary-based investment model, incorporating third-party managers and proprietary technology platforms.
Victoria L
Series 63, Series 65, Series 66
Blairsville, GA
Private Advisor Group, LLC
Victoria Lindsey is a financial advisor at Private Advisor Group, LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Independent Financial Partners and LPL Financial LLC. Lindsey is also involved in fixed insurance sales as an insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary advisory model, utilizing various investment strategies and technology platforms, and provides access to third-party managers and proprietary programs.
Michael T
Series 66
Morristown, NJ
Private Advisor Group, LLC
Michael Tambini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2015 and previously spent seven years at PNC Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform and alternative investments. The firm operates on a fiduciary advisory model and utilizes both third-party managers and technology platforms to implement investment strategies tailored to client goals and risk tolerances.
Jeffrey M
Series 66
Stroudsburg, PA
Private Advisor Group, LLC
Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and with 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013, following a prior tenure at LPL Financial from 2009 to 2012. He also operates a DBA under Wealth Strategies & Management, LLC and is involved in non-variable insurance sales through an outside agency. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to offer diversified investment strategies.
Melinda S
Series 63, Series 65
Easton, PA
Private Advisor Group, LLC
Melinda Stitt is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has worked with firms including Raymond James Financial and LPL Financial since 2009. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model offering both discretionary and non-discretionary services and employs a range of investment strategies through proprietary platforms and third-party managers.
Adam W
Series 63, Series 65
Troy, MI
Private Advisor Group, LLC
Adam Weiner is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at firms including LPL Financial, FSC Securities, and AIG Capital Services. He is also the owner of Hatmada LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party platforms.
Patrick L
Series 66
Peekskill, NY
Private Advisor Group, LLC
Patrick Lennon Jr. is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2015, following prior roles at Kestra Investment Services and Equitable Advisors. Lennon is involved with Lennon Associates II, LLC, a business entity he manages for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary model, utilizing a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.
David H
CFP®, Series 63, Series 65
New Smyrna Beach, FL
Private Advisor Group, LLC
David Hatfield is a CFP® with 30 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He previously worked at Citizens Securities, Inc. for nine years. He also provides investment advisory services through Seacoast Wealth Advisors, a business activity started in 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and a diverse range of investment strategies.
Nathan A
CFP®, Series 66
Reston, VA
Private Advisor Group, LLC
Nathan Addo is a CFP® with 14 years of industry experience. He is currently an advisor with Private Advisor Group, LLC and LPL Financial, having formerly worked at Wells Fargo and HSBC prior to his current roles. He volunteers with the Old Vandals Alumni Association of North America. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.
Gilbert N
Series 63, Series 65
Huntsville, AL
Private Advisor Group, LLC
Gilbert Neighbors is a financial advisor with Private Advisor Group, LLC in Huntsville, AL, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. Neighbors also operates Neighbors Wealth Management Group as a DBA for his LPL-affiliated business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes technology platforms and both proprietary and third-party investment strategies.
David K
Series 66
Prospect, KY
Private Advisor Group, LLC
David Kleinholter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and Carrier Vibrating Equipment, Inc. Kleinholter operates Featherbell Tax Services, LLC, a tax preparation and accounting business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, employing a range of investment strategies and often implementing advice through external managers and TAMPs.
Jeffrey G
CFP®, Series 65
Munster, IN
Private Advisor Group, LLC
Jeffrey Grenchik is a CFP® with 10 years of industry experience, currently with Private Advisor Group, LLC since 2022. Prior to that, he worked at OFM Wealth from 2016 to 2022. He provides investment advice under the business name Harvest Financial Planning, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement tailored investment strategies.
Christopher B
Series 63, Series 65
Irvine, CA
Private Advisor Group, LLC
Christopher Bissonnette is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at MassMutual Financial, LPL Financial, Guardian Life, and Equitable Advisors. He serves as a board member of the Irvine Holistic Chamber of Commerce and works as a continuing education instructor for California and Arizona. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates multiple investment approaches and utilizes technology platforms alongside third-party managers and strategists.
Robert A
Series 63
Great Bend, KS
Private Advisor Group, LLC
Robert Anderson is a financial advisor with Private Advisor Group, LLC and has 44 years of industry experience. He has worked with New England Securities and LPL Financial prior to his current role that began in 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory and managed account programs. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment strategies and technology platforms.
Brian M
CFP®, Series 66
Philadelphia, PA
Private Advisor Group, LLC
Brian Michaels is a CFP® with 15 years of experience in financial advisory. He is currently with Private Advisor Group, LLC and has also worked at LPL Financial LLC, McAdam LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors, Inc. Based in Philadelphia, PA, Michaels provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and strategies to meet client goals.
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